Haag Financial Consulting fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 17, 2007, Haag Financial Consulting charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 17, 2007. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The rate is $150/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Haag Financial Consulting bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Haag Financial Consulting Item of Form (identify) Answer Advisor offers three types of services, each described below and each billed in its own manner.”
- “Hourly consulting is billed by the hour.”
- “If this is done during the first 3 months there will be no refund.”
How Haag Financial Consulting’s fees compare
- Its hourly rate of $150 is below the Illinois median of $273. 5% of the 215 other Illinois planners that publish an hourly rate charge less.
- 1 of the 54 other planners in Chicago that publish an hourly rate charge less.
About Haag Financial Consulting
“Does the applicant provide investment supervisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other conditions for starting or maintaining an account? (If yes, describe on Schedule…”
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $10,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144702
- Phone
- (773) 477-7835
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.